Addepar 219.0.1

Addepar is a platform that offers up-to-date portfolio data to financial advisors and their clients. It provides users with valuable insights such as net worth, performance, and asset allocation. With Addepar, users can extensively explore their portfolio by asset class and access information on major transactions.

If you are considering Addepar but unsure if your financial advisor employs it, you can simply inquire about Addepar during your next meeting. By doing so, you can anticipate a more comprehensive and transparent representation of your financial status at every level.